hey blue, it is a tough thingy to read once one loses the tab markers ....
the years where INTC was a 10% customer are 2004 and 2005
This table (I could have been in error when I entered) indicates :
2004 gross:209k INTC:36k
2005 gross:1019k INTC:134k
in 2004 the other 10% customer was usg (I can't even remember who usg is) but that was for 88k.
in 2005 stm was worth 468k and winbond 157k.
These are paltry sums, but it is an error to go in the direction of saying the relationships were fiction. The data is that the relationship were subsumed mostly by Wave's Dell relationship ... (INTC could very well have continued to pay a 35k ... but that ain't 10% any more).
BRCM, popped onto the screen in 2006 for 336k, and then vanished. Note that BRCM was the chip provider to Dell, and double billing was likely emerging. Indeed, for those who pay close attention to the Dell site, "Wave" TPM drivers were being wisked into and out of the various BRCM offerings and so on (as Wave was providing the driver twice).
I agree the company is a train wreck (or appears to be so) but not all of these things were entirely phantom-ware. These were real deals, software was sold, 10% status was achieved, and it seems the solution migrated to the box maker, of which only Dell has been the only thing resembling a cash cow in that effort.
The above content is my opinion.
